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TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
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Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
Login as a financial advisor
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Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
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Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
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Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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For decades, Nuveen has partnered with leading financial professionals to help deliver better client outcomes. Let our experienced group of subject matter experts share valuable insights designed to deliver meaningful solutions for your practice. Explore our content, organized for you across three key sections, each containing a wealth of education and actionable ideas.

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Managing retirement income in 2021 and beyond CFP, IWI, CE Register now Financial Professional
Why Social Security matters: And how to make the most out of it CFP, IWI Financial Professional, Investor
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